CFG
MA icon

Chapman Financial Group’s Mastercard MA Stock Holding History

Chapman Financial Group’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$126K Buy
253
+45
+22% +$23.7K 0.09% 149
2025
Q4 		$119K Hold
208
– – 0.08% 149
2025
Q3 		$118K Hold
208
– – 0.08% 152
2025
Q2 		$117K Buy
+208
New +$115K 0.1% 120
2024
Q4 		$92.2K Buy
+175
New +$90.6K 0.07% 132

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chapman Financial Group's MA Position: Q1 2026 in Review

Chapman Financial Group increased its Mastercard (MA) stake by 22% in Q1 2026, buying an estimated $23.7K and bringing the position to 253 shares worth $126K. The position accounts for 0.09% of the portfolio, ranked #149.

Chapman Financial Group first reported a position in MA in Q4 2024 and has held it in 5 quarters since. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Chapman Financial Group held 253 shares of Mastercard worth $126K as of Q1 2026.
  • Chapman Financial Group bought 45 Mastercard shares in Q1 2026, an estimated $23.7K.
  • Mastercard made up 0.09% of Chapman Financial Group's portfolio in Q1 2026, its #149 holding.
  • Chapman Financial Group first reported a position in Mastercard in Q4 2024 and has held it in 5 quarters since.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.